MB-220: Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant

4-day certification training to take your team’s expertise in Dynamics 365 Customer Insights (Journeys) to the next level via a Microsoft-recognised certification. ​

Course Duration: 4 days

Barhead offers the Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant 4-day certification training to take your team’s expertise in Dynamics 365 Marketing to the next level via a Microsoft-recognised certification.

Participants will learn to implement solutions using Dynamics 365 Customer Insights (Journeys) that attract and convert leads, build brand awareness, standardise omnichannel messaging, and deliver marketing insights.

Trained by Experts in the Dynamics 365

Learn from our skilled Dynamics 365 consultants who are also certified trainers.

Certification Pathway

Explore the certifications that are applicable for both personal and organisational growth.

Recognition as a high-skilled professional

Stay ahead of the technology curve by acquiring and growing your knowledge in the Dynamics 365.

Course Modules

  • Configure marketing applications
  • Manage segments and lists
  • Create and manage marketing forms and pages
  • Manage leads, contacts and accounts
  • Create and manage marketing email messages
  • Manage customer journeys
  • Manage events and webinars
  • Configure Dynamics 365 Customer Voice

Course Completion

After completing this course, students will be able to:

  • Create and configure forms, views, charts, dashboards and site maps
  • Configure organisation settings, including templates, landing page settings, webinar providers, domain authentication and Customer Insights connector
  • Configure and manage marketing settings, including settings for marketing emails, customer journeys, opt-in and lead scoring
  • Configure marketing calendars, content settings and compliance settings
  • Analyse insights for contacts, leads, segments, customer journeys, emails, marketing pages and forms, websites, redirect URLs and events
  • Create and manage segments, including creating segments with natural language or from D365 Customer Insights
  • Combine segments
  • Create and manage subscription centers and lists
  • Create and manage marketing forms and templates
  • Create and manage marketing pages and templates​
  • Create leads and manage the leads lifecycle​
  • Create and manage accounts and contacts​
  • Create marketing emails, including the adding of dynamic content and conditional content to emails​
  • Configure A/B testing​
  • Configure and manage real-time journey orchestration​
  • Configure real-time journey triggers​
  • Create events, including setting up Microsoft Teams live events, sessions, speakers, event agenda and event websites​
  • Manage event registrations, passes sponsors, vendors, logistics and accommodations​
  • Create and manage surveys with D365 Customer Voice​

Pricing

Fixed Price based on up to 15 participants before additional Barhead resourcing is required to support the room. ​

Prerequisites: Customer participants provide their own laptops for the training. Barhead will provide access to a trial environment for hands-on component of training.​​

Barhead provides global-enterprise level services

  • Power Platform tools – Power Apps, Power Automate, Power BI and Microsoft Copilot Studio

  • Business solutions for standalone apps, or apps that extend existing Microsoft solutions

  • Pre-built solutions from Barhead’s research and development team

  • Deployment models, best practices and governance

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Offerings and Delivery Models that are Tailored to Specific Demands

Leverage Microsoft Solutions and Realise Value Faster

Foundation Modules

  • Introduction to Dynamics 365 Sales – One-day hands-on workshop to introduce attendees to Dynamics 365 Sales
  • Introduction to Dynamics 365 Customer Service​ – One-day hands-on workshop to introduce attendees to Dynamics 365 Customer Service
  • Introduction to Dynamics 365 Customer Insights – Journeys​ – One-day hands-on workshop to introduce marketers to Dynamics 365 Customer Insights – Journeys
  • Power Up with Power Apps – Build custom business applications with Dataverse and Power Apps
  • Power Up with Power Apps for IT Professionals – One-day hands-on workshop to build custom business applications via the low-code, no-code capabilities of Power Platform
  • Dynamics 365 Sales Pre-Project Training​ – One-day training session on Dynamics 365 Sales for project stakeholders and end users
  • Dynamics 365 Customer Insights – Journeys Pre-Project Training​​​ – One-day training session on Dynamics 365 Customer Insights – Journeys​ for project stakeholders and end users
  • Dynamics 365 Customer Service Pre-Project Training​​​ – One-day training session on Dynamics 365 Customer Service for project stakeholders and end users

Trainer Enablement

  • Train the Trainer​ – Training session delivered to a select group of the client project team, who will be responsible for training the rest of their staff on the system

User Training Program

  • End User Training​ – Training session delivered to the client’s system end users towards completion of a project. The aim is to prepare attendees with how to use the solution built to do their job.

Certifications

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